A Legacy of Wisdom & Wealth Webinar
Date: Wednesday, September 23, 2026
Time: 12—1pm
Presenter: Bill McManus, CIMA®, Vice President of Applied Insights at Hartford Funds
Led by Bill McManus, CIMA®, Vice President of Applied Insights at Hartford Funds, this educational session will explore thoughtful ways to share financial values, life lessons and family wisdom with the next generation.
You’ll learn about:
- Why money conversations matter across generations.
- Ways to share family values and financial wisdom.
- Practical tools for starting meaningful discussions.
We look forward to seeing you there!
Registered address: 1011 Sunset Blvd, Rocklin, CA 95765 | 855.744.8585
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Tech Federal Credit Union, Addison Avenue Investment Services and Raymond James Financial Services Inc. are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Hartford Funds